Estate Planning Advisor for High-Net-Worth Clients (Hybrid)

Fisher Investments; Plano (TX); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) with 50% match up to IRS max

20 days of PTO + 10 paid holidays

Family support programs including Paid

8 week Paid Primary Caregiver Leave

Fertility and family forming support

Job summary

Fisher Investments is seeking an Estate Planning Professional to educate clients on estate planning concepts and identify next steps after evaluating their documents and assets.

You will work directly with high-net-worth clients, review wills and trusts, and collaborate with planning, counsel and tax teams to address gaps and opportunities. This is an in-office role with potential for hybrid work depending on tenure and performance.

Qualifications

• 5+ years of experience in the trust/estate planning field.
• Experience handling sensitive materials and information.
• Experience building credibility and trust with clients and internal partners.

Responsibilities

• Gather estate and trust documentation from high-net-worth clients.
• Communicate with the Financial Planning team, Investment Counselors and Tax Managers.
• Review Wills, Trusts, Powers of Attorney and related documents to identify opportunities for clients.
• Share estate planning knowledge with clients and internal partners.
• Manage daily calls with clients and internal partners.

Skills

Estate planning knowledge

Trusts experience

Client education

Communication with teams

Handling sensitive information

Job description

Fisher Investments is seeking an Estate Planning Professional to educate clients on estate planning concepts and identify next steps after evaluating their documents and assets.

You will work directly with high-net-worth clients, review wills and trusts, and collaborate with planning, counsel and tax teams to address gaps and opportunities. This is an in-office role with potential for hybrid work depending on tenure and performance.